Q: My wife and I own two real estate properties. We plan on leaving those properties separately to our two sons when we pass. We would like to make sure that we minimize any related federal taxes ...

As congressional lawmakers turn their attention to taxes, farmers and ranchers are urging them to include estate tax repeal in any tax reform legislation they consider this year. “The estate tax is ...

The years 2025-2026 mark an inflection point for estate, gift and generation-skipping transfer (GST) planning following enactment of the One ...

In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on gifts, the estate tax and stepped-up basis upon death. Question: I am planning to gift my son ...

For most of our clients in the post- ATRA world, preservation of the step-up in basis at death 1 will be far more valuable than minimizing potential estate taxes because most of our clients won’t be ...

I noticed this tweet from a wealth adviser: “The greatest perpetuator of U.S. wealth inequality is the stepped-up basis rule. Basically, when you die, all the capital gains on your assets (home, ...

Learn about the ongoing multi-trillion dollar U.S. wealth transfer and how you as a benefactor or heir can make the most of it through estate planning.

In today’s Living Akamai segment, John spoke with Kay Mukaigawa of Engel & Volkers Honolulu about an important topic in real estate and estate planning: cost basis and the stepped-up basis rule. Kay ...

Editor’s note: This is part 11 of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially for asset ...

The $15 million estate tax exemption coming in 2026 requires advisors to rethink client strategies, with basis step-up ...